Sfe Investment Counsel Holdings & Portfolio - 13F Filings Analysis - Stocknear

Sfe Investment Counsel

CIK Number: 0001317784

567.94M
Market Value
140
# of Holdings
21 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 7, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MSFT Microsoft Corpo...
517.35
+0.31% 53.41K +97.16% 26.57M 384.97 4.68% Share
2 NVDA NVIDIA Corporat...
187.62
-0.67% 142.31K +0.40% 22.48M 11.1 3.96% Share
3 JPM JPMorgan Chase ...
310.01
+0.80% 64.09K +4.94% 18.58M 115.26 3.27% Share
4 AAPL Apple Inc.
258.02
+0.35% 89.4K +1.75% 18.34M 40.16 3.23% Share
5 AMZN Amazon.com, Inc...
219.51
-1.3% 81.05K +10.75% 17.78M 123.8 3.13% Share
6 AVGO Broadcom Inc.
338.37
+0.06% 60.35K -2.28% 16.64M 49.62 2.93% Share
7 PANW Palo Alto Netwo...
207.19
-1.01% 75.62K +3.70% 15.48M 44.45 2.72% Share
8 QCOM QUALCOMM Incorp...
169.18
+0.20% 94.81K +3.76% 15.1M 77.38 2.66% Share
9 OKE ONEOK, Inc.
72.89
+0.57% 164.06K +16.12% 13.39M 46.71 2.36% Share
10 NEE NextEra Energy,...
80.07
+2.42% 178.19K +6.87% 12.37M 55 2.18% Share
11 LOW Lowe's Companie...
246.35
-0.39% 53.6K +1.48% 11.89M 86.21 2.09% Share
12 FSLR First Solar, In...
230.13
-0.86% 69.81K +9.15% 11.56M 130.71 2.03% Share
13 ABT Abbott Laborato...
134.58
+1.20% 80.06K +6.04% 10.89M 61.91 1.92% Share
14 COST Costco Wholesal...
915.38
-0.15% 10.65K -0.84% 10.55M 231.8 1.86% Share
15 USB U.S. Bancorp
48.06
+0.32% 232.08K +4.71% 10.5M 39.7 1.85% Share
16 IBM International B...
288.36
+0.57% 34.89K -4% 10.29M 136.77 1.81% Share
17 GOOGL Alphabet Inc.
245.35
-0.14% 55.65K +24.77% 9.81M 105.64 1.73% Share
18 LH Labcorp Holding...
276.83
-0.93% 32.09K +1.28% 8.42M 210.03 1.48% Share
19 URI United Rentals,...
981.32
+0.32% 11.04K +20.95% 8.32M 613.59 1.47% Share
20 CMI Cummins Inc.
432.82
+0.05% 24.53K +0.79% 8.03M 202.46 1.41% Share
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